Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Labcorp
LH
$21.9B
| $433M | 0.03% |
1,507,370
-31,061
|
|
||
577
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
| $433M | 0.03% |
8,158,352
+775,758
|
|
||
|
B
578
Barrick Mining
B
$72.7B
| $432M | 0.03% |
13,187,247
+1,784,069
|
|
||
579
Old Dominion Freight Line
ODFL
$33.3B
| $432M | 0.03% |
3,068,574
-334,320
|
|
||
580
Ball Corp
BALL
$13.6B
| $431M | 0.03% |
8,541,652
-101,419
|
|
||
581
WEX
WEX
$5.27B
| $430M | 0.03% |
2,731,682
+47,751
|
|
||
582
Garmin
GRMN
$40.1B
| $430M | 0.03% |
1,745,474
-299,484
|
|
||
583
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
| $426M | 0.03% |
4,470,370
+1,023,654
|
|
||
584
Jacobs Solutions
J
$16.1B
| $424M | 0.03% |
2,827,404
+1,426,069
|
|
||
585
Church & Dwight Co
CHD
$20.3B
| $420M | 0.03% |
4,794,102
+738,549
|
|
||
586
iShares Expanded Tech-Software Sector ETF
IGV
$8.35B
| $419M | 0.03% |
3,644,645
-537,542
|
|
||
587
Pool Corp
POOL
$8.95B
| $418M | 0.03% |
1,348,036
+118,943
|
|
||
588
Devon Energy
DVN
$23.5B
| $414M | 0.03% |
11,803,351
-777,881
|
|
||
589
Vanguard Mega Cap Value ETF
MGV
$10.8B
| $414M | 0.03% |
3,002,276
-57,707
|
|
||
590
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
| $413M | 0.03% |
4,009,772
+529,084
|
|
||
591
Hims & Hers Health
HIMS
$8.47B
| $413M | 0.03% |
7,276,096
+1,747,072
|
|
||
592
BlackRock Flexible Income ETF
BINC
$14.5B
| $412M | 0.03% |
7,746,289
+1,975,283
|
|
||
593
Carnival Corp
CCL
$36.3B
| $412M | 0.03% |
14,264,295
+474,098
|
|
||
594
Synchrony
SYF
$30.3B
| $411M | 0.02% |
5,787,885
-151,631
|
|
||
595
Choice Hotels
CHH
$4.22B
| $410M | 0.02% |
3,832,946
-57,007
|
|
||
596
HP
HPQ
$22.7B
| $409M | 0.02% |
15,036,819
+94,534
|
|
||
597
Toyota
TM
$271B
| $409M | 0.02% |
2,142,535
+13,998
|
|
||
598
LKQ Corp
LKQ
$7.93B
| $408M | 0.02% |
13,348,025
-3,335,151
|
|
||
599
iShares Core High Dividend ETF
HDV
$12B
| $407M | 0.02% |
3,320,934
+21,168
|
|
||
600
Charter Communications
CHTR
$26.7B
| $406M | 0.02% |
1,477,593
+120,941
|
|